Ceera Investments’s Morningstar MORN Stock Holding History

Ceera Investments’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	7,136 -300	-4%	-$52.1K	0.47%	54
2026 Q1	$1.26M	Sell	7,436 -665	-8%	-$124K	0.55%	44
2025 Q4	$1.76M	Sell	8,101 -835	-9%	-$181K	0.68%	38
2025 Q3	$2.07M	Sell	8,936 -850	-9%	-$227K	0.65%	42
2025 Q2	$3.07M	Hold	9,786	–	–	0.94%	34
2025 Q1	$2.93M	Hold	9,786	–	–	1.01%	31
2024 Q4	$3.3M	Hold	9,786	–	–	1.13%	32
2024 Q3	$3.12M	Sell	9,786 -10	-0.1%	-$3.11K	1.18%	28
2024 Q2	$2.9M	Sell	9,796 -50	-0.5%	-$14.8K	1.23%	27
2024 Q1	$3.04M	Sell	9,846 -145	-1%	-$41.8K	1.33%	25
2023 Q4	$2.86M	Sell	9,991 -2,465	-20%	-$642K	1.35%	27
2023 Q3	$2.92M	Hold	12,456	–	–	1.59%	23
2023 Q2	$2.44M	Sell	12,456 -110	-0.9%	-$21.8K	1.41%	25
2023 Q1	$2.55M	Hold	12,566	–	–	1.63%	23
2022 Q4	$2.72M	Sell	12,566 -94	-0.7%	-$21.4K	1.72%	27
2022 Q3	$2.69M	Sell	12,660 -349	-3%	-$83K	1.78%	25
2022 Q2	$3.15M	Sell	13,009 -128	-1%	-$32.3K	1.8%	21
2022 Q1	$3.59M	Sell	13,137 -80	-0.6%	-$22.6K	1.79%	22
2021 Q4	$4.52M	Sell	13,217 -220	-2%	-$68.1K	2.34%	13
2021 Q3	$3.48M	Sell	13,437 -30	-0.2%	-$7.88K	1.91%	18
2021 Q2	$3.46M	Sell	13,467 -5	-0%	-$1.21K	2.63%	13
2021 Q1	$3.03M	Buy	+13,472	New	+$3.16M	2.47%	15

Other funds holding MORN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ceera Investments's MORN Position: Q2 2026 in Review

Ceera Investments reduced its Morningstar (MORN) stake by 4% in Q2 2026, selling an estimated $52.1K and leaving 7,136 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #54.

Ceera Investments first reported a position in MORN in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.52M in Q4 2021. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

Ceera Investments held 7,136 shares of Morningstar worth $1.11M as of Q2 2026.
Ceera Investments sold 300 Morningstar shares in Q2 2026, an estimated $52.1K.
Morningstar made up 0.47% of Ceera Investments's portfolio in Q2 2026, its #54 holding.
Ceera Investments first reported a position in Morningstar in Q1 2021 and has held it in 22 quarters since.
Ceera Investments's Morningstar position peaked at $4.52M in Q4 2021.
419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.